An item can be created without tracking inventory amounts by enabling the No Inventory setting on its product profile. When this option is turned on, the item will not use or update On Hand quantities. This is useful for items you want to include on invoices or in your product list without affecting inventory counts.
An item can be set up with options like turning off inventory tracking, giving it a fixed price, or leaving the price at 0.00 so the amount is entered when it’s sold. This is helpful for things like gift‑wrapping or other extra materials where you just need to charge an amount but don’t need to track inventory.
Note: If the product profile is a gift certificate, to handle them properly, uncheck the Taxable option as they are not taxable, then select the Gift Certificate option. See Handling Gift Certificates or Vouchers for more information.
From the product list toolbar, click
New, then select Product.- Assign the item a Part number and give it a Description.
In the example used, to create a gift-wrapping item, you could enter GIFTWRAP for the part number and Gift-wrapped for the description. - From the Category list drop-down, select the category where you want the item located (or create a new, custom category).
- In the Retail/Cost field, enter an amount if you charge a set amount; otherwise, leave it with a zero value to add the amount at the time of the sale on the invoice.
- Select the No Inventory checkbox to mark the item for no inventory tracking.
- If the item is a gift certificate, uncheck the Taxable option (for Canada, select Settings, then Advanced Settings), then select Gift Certificate. Otherwise, click
Save.
Additional Info:
Note: You'll also want to check the laws in your area before selecting the Taxable option to ensure you are in compliance; see Helpful Sales Tax Information.